194 hedge funds and large institutions have $545M invested in Yext in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 76 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

25% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 28

46% less capital invested

Capital invested by funds: $1.02B → $545M (-$473M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
194
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.66M
Puts
$367K
Net Calls
Net Calls Change

Top Sellers

1 -$10.4M
2 -$9.6M
3 -$8.16M
4
Morgan Stanley
Morgan Stanley
New York
-$7.01M
5
KLC
Kent Lake Capital
Nevada
-$5.66M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$1.33M
52
$1.3M
53
$1.25M
54
$1.1M
55
$1.06M
56
$1.05M
57
$1M
58
$997K
59
$950K
60
$881K
61
$862K
62
$860K
63
$839K
64
$794K
65
$787K
66
$762K
67
$748K
68
$739K
69
$638K
70
$633K
71
$609K
72
$607K
73
$596K
74
$583K
75
$556K